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Evolve Private Wealth’s UBS Group UBS Stock Holding History

Evolve Private Wealth’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$318K Sell
6,415
-1,246
-16% -$56.8K 0.02% 697
2026
Q1 		$299K Sell
7,661
-485
-6% -$20.8K 0.02% 785
2025
Q4 		$377K Buy
+8,146
New +$329K 0.02% 644

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Evolve Private Wealth's UBS Position: Q2 2026 in Review

Evolve Private Wealth reduced its UBS Group (UBS) stake by 16% in Q2 2026, selling an estimated $56.8K and leaving 6,415 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #697.

Evolve Private Wealth first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $377K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Evolve Private Wealth held 6,415 shares of UBS Group worth $318K as of Q2 2026.
  • Evolve Private Wealth sold 1,246 UBS Group shares in Q2 2026, an estimated $56.8K.
  • UBS Group made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #697 holding.
  • Evolve Private Wealth first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's UBS Group position peaked at $377K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.